Series X-BWealth & Advisory4.92 MB PDF
NISM Series X-B: Investment Adviser (Level 2) Certification Workbook
Advanced advisory guide covering comprehensive estate planning, succession laws, advanced taxation, customized portfolio construction, and RIA regulatory audits.
What’s Covered in This Official Workbook
Advanced case studies & advisory scenarios
Estate planning, wills & family trusts
SEBI RIA Regulations & compliance obligations
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600+ Exam-grade Practice Questions
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NISM Academic Disclaimer
This study material is provided free of cost for student benefit and exam preparation. Official registered certifications can be scheduled directly at nism.ac.in.